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Concurrent Investment Advisors, LLC → USAR
Concurrent Investment Advisors, LLC USAR Position History
USA Rare Earth, Inc. • Mining
Quarters held
8
Latest value
$7K
Q3 2026
Peak value
$522K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $8K |
| Q1 2026 | $192K |
| Q2 2026 | $522K |
| Q2 2026 | $22K |
| Q2 2026 | $11K |
| Q3 2026 | $494K |
| Q3 2026 | $2K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 500 | — | — |
| Q3 2026 | $2K | 168 | — | — |
| Q3 2026 | $494K | 35.1K | — | — |
| Q2 2026 | $11K | 500 | — | — |
| Q2 2026 | $22K | 1.0K | — | — |
| Q2 2026 | $522K | 24.2K | — | — |
| Q1 2026 | $192K | 12.7K | — | — |
| Q1 2026 | $8K | 500 | — | — |
Other funds holding USAR
$291.8M
$291.8M
$182.6M
$37.9M
$37.9M